In this guide
In short
ProbateHelp provides public guides, calculators and source-linked AI answers, while EstateManager helps organise estate tasks, documents, expenses, deadlines, updates and accounts. These tools support the person administering the estate; they do not become the executor, submit the probate application on the user’s behalf or replace legal, tax or valuation advice where the facts are disputed or complex.
Useful next steps
EstateManager can help organise this work
Use it to track tasks, documents, estate finances, deadlines, and beneficiary updates while the guide explains what each step means.
Open EstateManagerProbateHelp can help you understand what applies, check the source and keep a record of what you have done. Get professional advice early when a decision is uncertain.
Understand the process
The guide library covers first steps, wills and intestacy, probate applications, tax, property, debts, beneficiaries, disputes, care fees and later-life planning. Start with the complete probate guide, then use the narrower page for the decision in front of you.
Calculators are estimates based on the information entered. They do not establish ownership, relief entitlement or a final tax liability.
Organise the estate with EstateManager
EstateManager provides an estate workspace for tasks, documents, expenses, deadlines, beneficiary updates and estate-account preparation. The executor remains responsible for authority, evidence and decisions.
Keep source documents outside ordinary chat messages and follow the product's access controls. Do not upload a password, private key or recovery phrase.
Ask a grounded question
The AI assistant searches ProbateHelp knowledge and returns relevant source links. Ask one factual question at a time and include the jurisdiction and key facts. Read the cited page before relying on the answer.
Know when information is not enough
ProbateHelp is not a law firm, HMCTS, HMRC or DWP. It does not verify a will, determine beneficial ownership, calculate a binding tax liability, conduct litigation or guarantee a provider response. Use a solicitor, accountant, regulated financial adviser, valuer or other specialist where the issue requires them.
The DIY or solicitor guide lists practical warning signs.
Choose the right starting point
- Someone has just died: first-day checklist.
- You are an executor: estate administration checklist.
- You are unsure whether a grant is needed: do I need probate?
- You need emotional support: bereavement support.
Frequently asked questions
What is free on ProbateHelp?
The public guides, glossary, calculators and general AI question service can be used to understand the process and prepare questions. Product availability and usage limits are shown on the relevant page.
What does EstateManager do?
EstateManager organises estate tasks, evidence, expenses, deadlines, updates and accounts in one workspace. It supports administration records; it does not become the executor or make legal decisions.
Does ProbateHelp give legal advice?
No. ProbateHelp provides general information and organisation tools. It does not create a solicitor-client relationship or replace advice on disputed rights, tax, insolvency, foreign assets, trusts or unusual facts.
How does the AI assistant answer questions?
The assistant retrieves relevant ProbateHelp knowledge and provides source links. It can misunderstand a question or source, so users should check the cited guide and official material before acting.
Can ProbateHelp submit my probate application?
ProbateHelp does not present itself as HMCTS or a probate practitioner and does not submit an application on the user's behalf. It can explain the current official route and help organise the information needed.
When should I stop and use a professional?
Get appropriate legal, tax or valuation help where authority, solvency, a will, a claim, a trust, a business, overseas property, tax treatment or beneficiary identity is uncertain.
Stay in control of probate — whatever route you take
Whether you’re handling probate yourself or working with a solicitor, you’re still responsible for what happens. EstateManager helps you track every task, manage estate finances, keep beneficiaries informed, and securely store every document — so you can stay organised, keep an eye on progress, and have a clear record of every decision.
- Task checklist built for UK probate
- One update reaches all beneficiaries
- Decision log protects you as executor
Protect the people you love most
A Will and Lasting Power of Attorney can help bring clarity, security, and peace of mind for the future.
- Your wishes recorded clearly in a Will
- An LPA protects you if you lose capacity
- Handled by a qualified professional